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, 3 tweets, 1 min read
Ubisoft Conference Call:

- Strong back catalog performance due to R6S and ACO
- Latest 2 AAA releases underperformed.
- Ghost Recon Breakpoint was disappointing, significantly below expectations.
- Taking steps to ensure this does not happen again (See previous tweets)
Ubisoft Conference Call:

- Could have launched the delayed games in Q1 CY2020 as announced.
- Decided to delay to improve the quality of the games and ensure they can deliver optimal experiences for players.
- Will impact financial performance this year, boost next year
Ubisoft Conference Call:

- Plan to leverage IP across esports, streaming and multiple platforms.
- Investing deeply in franchises and player recurring investment.
- Expanding franchises to mobile
- Investing in Asia market
- Aim to drive topline and profitability growth
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Daniel Ahmad
@ZhugeEX
Ok. Let's talk briefly about Ring Fit Adventure from Nintendo.

As expected, this is the spiritual to successor to Wii Fit and Wii Fit Plus which sold a combined 43.8 million units.

A new adventure game that utilizes a Ring Con and Leg Strap accessory to play. $79, Oct 18th.
Wii Fit launched as a collection of exercise mini games that would track your workouts and push you to improve your health and fitness levels. The balance board was easy to understand and use.

This was at a time when smartphones weren't around and didn't have dedicated apps.
More than a decade after Wii Fit, everyone now uses their smartphone / Apple Watch to track calories, steps, fitness routines, heart rates and other ways of staying healthy.

The market for something like Wii Fit has moved on and Nintendo are of course aware of that.
Read 6 tweets
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Daniel Ahmad
@ZhugeEX
Ok. Let’s talk about Apple Arcade.

$4.99 a month for access to a library of games across Apple devices. Good publisher support. Strong push from Apple to expand its gaming services and offering.

App Store Gaming revenue in 2018 was $33b according to Sensor Tower.
Pricing:

Extremely competitive compared to other game and even non game subscription services.

Addition of family sharing means 6 family members can share one sub at just $4.99 a month.

One month free trial provides an easy way to jump in and try out games with no commitment.
Games:

Apple has been able to court top developers to support the service.

There is a good mix of known IP and original games, most of which have been developed exclusively for the platform.

Most seem to be bitesize / touch orientated titles, but still appeal to core gamers
Read 11 tweets
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Daniel Ahmad
@ZhugeEX
There seems to be a bit of confusion around this tweet. So I'll quickly clarify it by answering some of the questions I got.
A publisher doesn't see all $60 of a game sale.

There is a retailer cut, cost of the disc/cart, platform fees, packaging fees etc...
So companies like Nintendo, Sony and Microsoft charge a certain amount for the disc/cart, a platform fee & packaging fees.
Read 11 tweets

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Chloé Woitier ☕
@W_Chloe
📣 Ubisoft annonce réviser à la baisse ses objectifs financiers annuels, à cause notamment "de la forte révision à la baisse des revenus attendus de Ghost Recon Breakpoint". "La réception critique et les ventes sur les premières semaines ont été très décevantes"
📣Ubisoft annonce également le décalage des sorties des jeux Watch Dogs Legion, Rainbow Six Quarantine et Gods and Monsters au prochain exercice fiscal (avril 2020 -mars 2021.
Il ne s'agit pas d'une petite révision à la baisse des objectifs financiers : on passe d'un chiffre d'affaires attendu de 2,1 milliards d'euros pour l'année fiscale en cours à 1,4 milliard.
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Karin Kajjan Andersson ger, efter veckors vässande mellan nuvarande och avhoppade medlemmar, sin version om varför de lämnade den feministiska bloggen Gardets.

Enligt henne var det uthängningar och pengar som ligger till grund för splittringen.
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Emiliano Mellino
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For the last few months I have been speaking to former employees of one of the darlings of the UK's fintech sector @RevolutApp about what it was like to work there. The picture they painted was grim. This is the story wired.co.uk/article/revolu…
It all started off with these revelations by @lalalalia in @eldiarioes. That a Spanish applicant had been asked to work for free recruiting clients in order to have a chance at getting a job at the company.
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Rahul Rajkumar
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For the #ACO wonks out there, we applied lessons from other existing or previous #ACO models to inform our approach for #BluePremier. Let’s go into a deep dive into the methodology here. [THREAD] /1
We’ll use risk adjusted, trended, historical baseline to determine shared savings/losses for the attributed population. In two-sided risk, we’ll apply a discount to ensure the plan and its ASO customers have savings even as we pass back higher amounts of savings. #HealthData /2
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Leena📎🧝🏼‍♀️ Alv
@LeenaJohansson
Är du oroad över att demokrati och de mänskliga rättigheterna är i fara? Utveckling i världen och här hemma tyder på det. Du som vill göra något för att lyfta fram det viktiga med samtal om demokrati kan nu att agera. Läs tråden
röstamermänskligt.se
#röstamermänskligt
Alla goda röster behövs för att komma bort från den enkelspåriga retoriken där gruppers gälla mot varann.
#röstemermänskligt är en partipolitiskt och religiöst obunden grupp från skilda bakgrunder med en gemensam nämnare: ett mänskligt samhälle
Valkampanjen är öppen för alla. Du behöver inte vara expert. Det du kan göra är att sprida kunskap, informera och samtala om mänskliga rättigheter under #röstamermänskligt eller irl, på gator och torg, med dina bekanta och familjer.
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